+14,671.9%
INTU vs SYY
+2,399.8%
+12,272.1%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.4% |
| 7D | -4.1% | +1.3% | -5.5% | -4.6% |
| 30D | +12.8% | -3.5% | +16.4% | +14.0% |
| 3M | +2.1% | -9.3% | +11.4% | +5.2% |
| 6M | -11.5% | +5.9% | -17.4% | -13.6% |
| YTD | -47.9% | +6.5% | -54.4% | -50.2% |
| 1Y | -47.7% | +4.0% | -51.7% | -49.5% |
| 3Y | -34.0% | +23.0% | -56.9% | -40.6% |
| 5Y | -43.5% | +14.3% | -57.9% | -47.7% |
| 10Y | +231.1% | +85.8% | +145.3% | +141.2% |
| All | +14,671.9% | +2,399.8% | +12,272.1% | +5,651.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SYY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling